Opinion and explainer pieces on treasury risk, tokenized vault NAV, and on-chain finance from the perspective of an on-chain infrastructure company. It also carries some product promotion for the publisher's own yield offerings.
Website: https://blog.arkonix.xyz/
A weekly data-driven crypto research newsletter from Coin Metrics analysts, covering on-chain and market data on topics like stablecoins, DeFi lending, prediction markets and memecoins. Each issue presents key takeaways backed by charts and quantitative methods such as regression and survival analysis.
Natsai.xyz is a newsletter analysing production infrastructure across decentralized networks, covering Sui's Hashi Bitcoin finance rollout, NEAR Intents as a tokenized-asset distribution layer, and Polygon's Gigagas upgrades. Each issue separates announced intent from operational reality, testing claims against documentation and concrete milestones.
Monthly data-driven deep dives on the Solana ecosystem, covering developer activity, onchain behavior such as validator clients and block-building schedulers, and DeFi metrics. Each issue pairs a downloadable PDF report with a text version and states its data methodology.
A personal blog-style newsletter by a developer exploring Ethereum mechanics, covering probabilistic payments, zero-confirmation transaction safety, and how Bancor-style automated market baskets work. Each issue explains a technical crypto idea in plain language with worked examples.
One short email a week with hand-picked newsletters from the index. Free, no spam, unsubscribe anytime.
